26) What Financial Planning Has Done for Me

As a Professional:

Ø  Allowed me to make a living

Ø  Allowed me to do something I like

Ø  Allowed me to help others and make a difference in their lives

Ø  Allowed me to be around other educated, honorable, balanced, successful professionals

Ø  Allowed me to be an entrepreneur

Ø  Allowed me to build/maintain self-confidence, self-esteem, and self-respect

Ø  Taught me professional & business skills

Ø  Allowed me to be my own boss

Ø  Allowed me to make my own schedule

Ø  Allowed me to work from remote locations for extended periods (in a bathing suit)

Ø  Allowed me to practice what I learned in business school

Ø  Allowed me to be creative

Ø  Allowed me to choose my clients and co-workers

Ø  Allowed me to 'fire' clients who misbehave

Ø  Taught me to delegate

As a Consumer:

ü  Teaches me about goals & objectives

ü  Helps me to assess my personal values

ü  Teaches me life skills

ü  Helps me to be healthy (e.g. mental, physical, nutrition, etc.)

ü  Helps me to be balanced (e.g. body-mind & spirit, work/play, eat/exercise, rest/sleep, live for today/plan for tomorrow)

ü  Allows me self respect and self-confidence

ü  Allows me to construct, prepare and file my taxes

ü  Allows me to manage my investments effectively

ü  Allows me to manage my insurances effectively

ü  Allows me to manage my credit effectively

ü  Allows me to protect my assets

ü  Allows me a feeling of security in light of the unknown

ü  Allows me to get married

ü  Allows me to, financially, easily get divorced

ü  Helps me to achieve/attain more of what I want out of life by planning & managing my finances effectively, and time well

ü  Helps me manage my budget

ü  Helps me to ask for help

ü  Taught me to integrate different parts of my life

ü  Allows me to maintain my body

ü  Allows me to maintain my sanity and keep my existence in perspective

ü  Allows me to maintain my sense of humor

ü  Allows me to maintain my home

ü  Allows me to maintain my 1978 Firebird w/Cragers and a working 8-Track

ü  Allows me to travel/live in other places on a budget

ü  Allows me to socialize with good friends and family

ü  Allows me to take advantage of New York on a budget (e.g. culture, food)

ü  Allows me to achieve life goals

ü  Allows me to pursue diverse interests

ü  Allows me to find peace, joy, contentment & happiness

ü  Allows me to help others

ü  Allows me to enjoy my life

What’s financial planning done for you?